DOSSIER · 13F-HR · Q1 2026

ENDEAVOR PRIVATE WEALTH, INC.

$349M in tracked AUM across 406 positions as of Q1 2026.

EP
CIK 0001906023 · last filed Mar 31, 2026
Total AUM
$349M
as of Q1 2026
Holdings
406
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

ENDEAVOR PRIVATE WEALTH, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$15M23K4.4%
02
IUSB
ISHARES TR
$14M309K4.1%
03
IVE
ISHARES TR
$12M58K3.5%
04
DYNF
BLACKROCK ETF TRUST
$12M201K3.4%
05
IEMG
ISHARES INC
$11M157K3.1%
06
SPY
STATE STR SPDR S&P 500 ETF T
$9M14K2.7%
07
IVW
ISHARES TR
$9M81K2.6%
08
VO
VANGUARD INDEX FDS
$8M28K2.3%
09
AVUS
AMERICAN CENTY ETF TR
$8M70K2.2%
10
MGC
VANGUARD WORLD FD
$7M30K2.1%

Filing history

2026Q1Mar 31
$349M 0.0%
406 positionsView →
2025Q4Dec 31
$349M 7.9%
369 positionsView →
2025Q3Sep 30
$323M 52.9%
345 positionsView →
2025Q2Jun 30
$211M 14.8%
261 positionsLocked
2025Q1Mar 31
$184M 75.0%
258 positionsLocked
2024Q4Dec 31
$105M
189 positionsLocked